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Financial Services Professional

1 month ago

San Diego, California, United States ATX Financial Group Full time
Job Overview

ATX Financial Group is seeking a skilled Financial Services Professional to join our team. In this role, you will work with clients to develop tailored financial plans, offering guidance on investments, retirement planning, and wealth management.

Key Responsibilities:

  • Consult with clients to assess their financial needs and goals.
  • Develop and implement customized financial plans, including tax strategies and retirement planning.
  • Provide ongoing advice and support to clients, helping them adjust their plans as needed.
  • Stay informed about market trends and regulatory changes to provide accurate and up-to-date advice.
  • Build and maintain strong client relationships through regular communication and exceptional service.
  • Collaborate with other financial professionals within the firm to ensure a holistic approach to client needs.

Qualifications:

  • Experience in financial planning, investment advisory, or related fields.
  • Strong understanding of financial products and services, including retirement planning and wealth management.
  • Excellent communication and interpersonal skills.
  • Ability to analyze complex financial data and present clear, actionable recommendations.
  • Current and active Life Insurance licensure required.
  • Self-driven with a commitment to providing outstanding client service.

Why Join Us?

  • Competitive commission package with performance-based incentives.
  • Opportunities for professional development and career advancement.
  • Supportive and collaborative work environment.
  • Access to industry-leading tools and resources.